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Capital Southwest Corp shares owned by Planning Directions

Quarter-by-quarter ownership of Capital Southwest Corp shares owned by Planning Directions from 13F filings

Historical chart of Planning Directions investment in Capital Southwest Corp

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corp held by Planning Directions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corp by Planning Directions

Quarter filed Position value Share count Share price at filing
2025-12-31 $50k 50k 0.99

More positions owned by Planning Directions

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Victory Portfolios Ii Core Intermediat (UITB)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard World Mega Cap Val Etf (MGV)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)

View all positions for Planning Directions

Top funds holding Capital Southwest Corp

Jump Financial
Foursixthree Capital
Wolverine Asset Management
Context Capital Management
Victory Capital Management
Smh Capital Advisors
Millennium Management
Income Research & Management
Two Sigma Investments
Saba Capital Management
Schroder Investment Management Group
Advent Capital Management
Weiss Asset Management LP[1
Palisade Capital Management
Wellesley Investment Advisors

View all funds holding Capital Southwest Corp